The Hydrogen Economy
While we see pockets of hydrogen investments aimed at transport, it is important to note that in every case the hydrogen-based solution is much higher
October 22, 2024
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While we see pockets of hydrogen investments aimed at transport, it is important to note that in every case the hydrogen-based solution is much higher
As longer-term hydrogen demand forecasts decline, the short-term implications are severe, as the constraints that impact longer-term estimates are happening now – near-term problems drive
There is insufficient high-priced demand today to rekindle interest in a hydrogen market that is mostly on pause as developers and potential off-takers wrestle with
Incentives to promote the hydrogen economy are insufficient today, and without a fix we will fall short of all ambitions for hydrogen. We need sufficient
We outline our program of work for June and July, focusing on issues and questions that should lead us to a better worldview, given that
For a hydrogen investment to work several factors need to be stacked in your favor, not just one or two. Lining up all the options
We have done substantial work on the perils of business optimism in the past and the underlying problem is the misallocation of capital and the
The Green hydrogen projects that are most likely to move forward quickly are small, and they fit in two buckets, grant-funded and proof of concept,
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